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Ross Naylor

Chartered Financial Planner

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Tag: expat life insurance

What are my life insurance options when living abroad?

As an expat, it is important to make sure that your life insurance covers you both where you are now and wherever you may live in future.

Published January 31, 2022
Categorised as Expat retirement planning Tagged Brits in Poland, expat insurance Poland, expat life insurance, life insurance Poland

Using life insurance to mitigate Inheritance Tax

Inheritance Tax is a ‘voluntary’ tax; there are many ways for expats to mitigate it. One of my favourites is to take out a life insurance policy written in trust.

Published April 9, 2021
Categorised as Estate planning Tagged crossborder estate planning, expat inheritance tax, expat life insurance, IHT, international estate planning

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